Staff Pensions

Ensuring your group pension meets the needs of your employees as well as those of your business.

Our professional advisors will review your group pension arrangements, and help set up the most suitable solution for your staff.  We can offer initial communications to employees through to annual reviews, as well as provide you with on-going corporate governance and guidance on legislative updates.

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Features

Pension features

  • Workplace Pension Audit

    • Auto Enrolment -Initial assessment report

    • Review the existing pension scheme(s) and provider(s)

  • Scheme Design

    • Advice regarding typical benefit structures

    • Advice regarding contribution levels

    • Advice on use of Salary Exchange within pension scheme

    • Advice on enrolment procedures

    • Employer meetings

  • Provider Selection

    • Design of scheme tender documents

    • Collation of provider responses to tender document

    • Beauty Parades

    • Recommended Provider Report

  • Implementation of pension scheme

    • Implementation plan

    • Project management and provider liaison

    • Meet Payroll and provide training

    • Distribution of scheme documentation to members

  • Communication of pension scheme

    • Design of communication strategy

    • Face to face meetings with employees

    • Group presentations

    • Employer branded communication materials

    • Employer branded microsite

  • Employer/Trustee support

    • Establishment of Governance Committee and its terms of reference

    • Annual Governance & Stewardship meeting

    • Provide regular Management Information

    • Advice of changes in pensions regulation

  • Member Support

    • Member Surgeries

    • On-going member advice

    • Leaver packs and advice

    • Retirement counselling and annuity broking

Service

Pension service promise

  • To quickly establish a holistic understanding of your current and future financial aims but also of your business and its culture.

  • To offer impartial advice on your pension and investment strategy, to outline our intentions and abilities and to allow you the time to take on board all considerations.

  • To work only with trusted providers and partners.

  • To return with regular feedback and information on performance

  • To offer complete peace of mind through a trusting relationship

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